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HubSpot is a CRM platform for sales, marketing and service. With the integration, your customer data stays in step between anny and HubSpot without maintaining it twice. Your sales team sees bookings and subscriptions as deals in their own pipeline. With HubSpot you can in anny:
  • Sync customers as contacts and businesses as companies in both directions
  • Create bookings and subscriptions as deals in a HubSpot pipeline and keep their stage up to date automatically
  • Automatically add notes or tasks to the HubSpot contact when booking events happen
  • Decide which fields are exchanged, including your own HubSpot properties

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Typical use cases

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How the HubSpot connection works

You connect anny to your HubSpot account by signing in to HubSpot. You don’t enter any credentials in anny. Then you create syncs: each sync pairs a record type in anny with a HubSpot object and defines which fields are exchanged and in which direction. In HubSpot, companies and deals are attached to contacts. That’s why you always set up Customer ↔ Contact first; the other pairs become available afterwards. If a customer belongs to a business in anny, anny associates their HubSpot contact with the matching company. When does syncing happen?
  • anny → HubSpot: shortly after every change. anny only sends the fields that changed and are mapped in the sync.
  • HubSpot → anny: changes to contacts and companies usually reach anny within a minute. HubSpot reports new and deleted records right away.
  • Existing data: when you activate the integration and when you add a sync, anny exports your existing records in a sync run.
How does anny find existing records? Contacts are matched by email address, companies by domain and, if no domain is set, by name. If the record already exists, anny links it instead of creating a duplicate.

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Connect HubSpot

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Prerequisites

Before you connect HubSpot, make sure you have:
  • An anny Professional, Business or Enterprise plan
  • A HubSpot account in which you are allowed to install apps
  • Admin access to Apps & Integrations in anny
  • For deals: a HubSpot deal pipeline with the stages you want to use
The HubSpot integration is being rolled out gradually. If you can’t find HubSpot under Apps & Integrations, contact anny support.

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Set up the connection

1

Create the integration

Open Apps & Integrations in the sidebar. Search for HubSpot or filter by the CRM category, open the tile and click Set up. anny creates the integration and opens its settings.
2

Authorize with HubSpot

In the Connection section, click Authorize. A HubSpot window opens: sign in, choose the HubSpot account and confirm access. anny then shows Connected to HubSpot. If your browser blocks the window, allow pop-ups for anny and try again.
3

Set up Customer ↔ Contact

Under Manage syncs, click Add and choose Customer ↔ Contact (marked Start here). anny suggests a field mapping (email, first name, last name, company). Add more fields with Add field and check the sync direction under Advanced settings. Save with Save.
4

Add more syncs (optional)

If needed, add Business ↔ Company, Booking ↔ Deal and Subscription ↔ Deal. For deals, choose a Pipeline and map each status to a deal stage (see Set up deals).
5

Activate the integration

Click Activate in the notice The integration is currently not active. or click Integration inactive at the top right. anny now starts exporting your existing records. You can follow the progress under Sync runs.
HubSpot integration in anny: connection to HubSpot active, below it Manage syncs with the pairs Customer ↔ Contact, Business ↔ Company, Booking ↔ Deal and Subscription ↔ Deal

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Set up syncs

Click a sync in the Manage syncs table to edit it. For each sync, the table shows its Directions, its Operations and how many Fields are mapped.

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Map fields

In the Fields area, pick an anny field and the matching HubSpot field for each row. The HubSpot column lists every property in your HubSpot account, including custom ones. If the field types don’t match, anny shows Incompatible field types. You can also map calculated fields from anny (badge Computed), for example revenue per customer. They are only pushed to HubSpot and never written back. Answers from custom forms that match the record are also available in the anny column, for example customer fields on Customer ↔ Contact. When the same field name exists on several forms, the form name follows in parentheses. An empty answer clears the HubSpot field. File fields cannot be mapped.
Edit sync dialog for Customer ↔ Contact: field mapping for email, first name, last name, company, street address, zip code and city, with Advanced settings expanded showing the direction and operation switches

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Advanced settings

With HubSpot → anny and Sync creations both on, anny creates a customer for every new HubSpot contact, including leads from HubSpot forms. Turn off Sync creations if only customers you already know should be matched.

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Set up deals

Bookings and subscriptions are tracked as deals in HubSpot. Deals are export-only: changes in HubSpot are never imported into anny. In the Booking ↔ Deal or Subscription ↔ Deal sync you’ll find these Deal settings: For bookings you can map the statuses Requested, Invited, Confirmed and Canceled; for subscriptions Requested, Planned, Trial, Active, Suspended, Canceled, Expired and Rejected.
Edit sync dialog for Booking ↔ Deal: pipeline Sales Pipeline, Confirmed, Canceled and Requested mapped to deal stages, followed by Create deals from status, Amount and Deal name template
Which bookings become deals? Bookings that start today or later and have reached the status set in Create deals from status. anny does not export blockers, sub-bookings or series bookings. When a booking or subscription is deleted in anny, anny archives its deal in HubSpot.

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Booking triggers

With Booking triggers you automatically log a note or create a task on the HubSpot contact when a booking is created, confirmed, canceled or has ended. If the contact doesn’t exist yet, anny creates it first.
1

Add a trigger

Under Booking triggers, click Add and choose the Trigger: Booking created, Booking confirmed, Booking canceled or Booking ended.
2

Set conditions (optional)

Narrow the trigger with Add condition, for example to a Service, a Resource, a Channel, the Total, the Start date or Created by admin. All conditions must match; without conditions the trigger always applies.
3

Choose the action

Choose Log a note and enter the Content, or Create a task with a Title and Description. Type # to insert variables such as the booking number or start date. For tasks, use Advanced settings to choose who it is assigned to (Assign to) and when it is due (Due in (days)).
4

Confirm and save

Click Confirm and then Save at the top right. The trigger only takes effect once saved.
Edit trigger dialog: trigger Booking created, condition Total greater than or equal to 500, action Create a task with a title and description built from variables, due in one day
Use the Active switch in the table to turn individual triggers on and off.
Booking triggers table with four rules: a note for confirmed bookings, a task for bookings from 500, a task for canceled bookings and an inactive note for ended bookings

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Check the sync

Sync runs shows the progress of larger runs, such as the export of existing customers or bookings after activation. Source and Target name the two sides, for example anny · Customer and HubSpot · Contact. Failed rows are listed under Failed rows. You can see which records are linked under Connected data: in the integration settings and on the detail page of every customer and booking. The status shows Synced, Pending or Failed. Show details opens the details, and Open in HubSpot opens the record directly in HubSpot. Sync events also appear in the activity log.
External connection details for a customer: integration HubSpot, external name Lena Hoffmann, external ID, type contact, status synced and the time of the last sync

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Limitations

The HubSpot integration does not support:
  • Importing deals from HubSpot: deals are export-only. Stages or amounts you change in HubSpot don’t change the booking in anny.
  • Deals for past, series or sub-bookings: anny only creates deals for bookings from today onward, not for blockers, series bookings or sub-bookings.
  • Other HubSpot objects: contacts, companies and deals are synced. Tickets, products and custom objects are not supported.
  • Removing a company association: if you remove a customer from a business in anny, the association between contact and company stays in HubSpot.
  • One HubSpot account in several integrations: connect each HubSpot account to only one anny integration. If two integrations share an account, changes from HubSpot stop arriving.

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Disconnect

When you deactivate the integration, syncing stops in both directions. Contacts, companies and deals that were already sent stay in HubSpot. If you delete a single sync, anny stops syncing that pair; if you add it again later, anny reuses the existing links.
Deactivate the integration with Integration active at the top right. The three dots menu also has Remove authentication (only while the integration is inactive) and Delete.

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FAQ

No, as long as the email address is mapped. anny recognizes contacts by email address and companies by domain or name, and links existing records instead of creating new ones.
By default, the anny value. Turn on HubSpot is the source of truth if the HubSpot value should win for simultaneous changes.
With Sync deletions on, anny archives the matching contact in HubSpot. This also applies when you merge customer profiles: the contact of the removed profile is archived. With the option off (default), the contact is left untouched.
anny fills in variables such as service or date in your organization’s default language. You write the rest of the text yourself in the trigger.
Yes. Every property in your HubSpot account is available in the field mapping. Create the property in HubSpot first, then reopen the sync in anny.

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Troubleshooting

Check that the booking starts today or later, isn’t a series or sub-booking, and has reached the status set in Create deals from status. Its status also needs a deal stage under Status → deal stage.
Check that the integration is active and that Sync HubSpot → anny and Sync updates are on in the sync. Only mapped fields are imported. Changes usually take up to a minute.
In the Connection section, click Reconnect and authorize anny in HubSpot again. Use the three dots → Test connection to check that the connection works.